Senior Account Manager

Overview

Alera Group is looking for a Senior Commercial Lines Account Manager to join our team. We seek highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!

Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.

Wilson, Washburn and Forster Insurance, an Alera Group Company, is a full-service property and casualty insurance agency. Agency principals have over 60 years combined experience. A dedicated team with an average tenure of nearly 20 years. Ongoing training and education to ensure we remain at the forefront of the industry.

Responsibilities

As a Senior Commercial Lines Account Manager, you’ll assist account executives and producers in client service initiatives and processing renewals.

• Coordinate renewals with Producers and Account Executives.
• Assist with marketing renewal business and preparing presentation packets.
• Handle client inquiries regarding insurance, claims or administrative issues.
• Verify accuracy in renewal policies and generate billing invoices.
• Process policy changes, cross-sell additional services, and manage expiration logs.
• Maintain up-to-date files.
• Follow up on outstanding orders and communications.
• Perform special projects and contribute to a positive work environment.
  
  

Qualifications

• 2 years of experience in a similar role and a solid understanding of commercial lines underwriting and coverages.
• Florida 2-20 License required.
• Familiarity with Applied EPIC is preferred.
• A self-starter with strong communication skills, creativity, and the ability to work independently or as part of a team.
  
  

Benefits

Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.

We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.